+204.4%
RSP vs BBWI
-56.0%
+260.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.5% |
| 7D | -0.4% | +1.6% | -2.0% | -0.7% |
| 30D | -1.5% | -6.2% | +4.7% | -0.7% |
| 3M | +4.8% | +4.3% | +0.5% | +3.3% |
| 6M | +10.3% | -7.2% | +17.4% | +10.1% |
| YTD | +14.1% | -3.0% | +17.1% | +12.5% |
| 1Y | +17.0% | -30.8% | +47.8% | +21.4% |
| 3Y | +54.2% | -43.4% | +97.6% | +60.1% |
| 5Y | +51.5% | -66.7% | +118.2% | +67.6% |
| 10Y | +204.4% | -55.7% | +260.1% | +166.1% |
| All | +204.4% | -56.0% | +260.4% | +166.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling